Findex will launch as a client-facing financial services brand across existing owned networks in Australia & New Zealand. Will offer a wide range of financial services directly to market for the first time.
MELBOURNE, Australia – 2 April 2019 – Findex, Australia’s largest privately-owned financial services firm, today outlined a broad amalgamation strategy for its existing financial services portfolio. Findex will replace major client facing brands Crowe Horwath, Centric Wealth and Prescott Securities, amongst others, in Australia and New Zealand.
The multi-year plan will see Findex better interconnect the existing service lines currently offered across the wider group through its Family Office model – ranging from Superannuation and Portfolio Management, through to Personal Income Tax solutions for businesses and individuals, providing a leading service across its existing significant regional and metro networks.
“Findex has always been about bringing the necessary services to small business in a new way, to help them grow. We see ourselves as an example of what is possible for a small business in Australia if you bring in the right expertise to help you grow. We are focused on providing the most forward-thinking service and expertise for our existing clients, and our new ones.” said Founder and CEO, Spiro Paule.
All existing 110 office locations across the Findex network will be rebranded throughout April, as the new brand builds its presence across regional Australia and New Zealand. Findex will continue to operate its broader ecosystem of financial investments and networks, including SproutX, as further support for regional startups continues.
“Bringing our services under one name gives our teams a better sense of being one business, working together for our clients. We’re able to bring our services and teams closer together even with the vastness of our office network as it allows for the best product, the goal of any business.” continued Paule
Findex’s existing affiliation with Crowe Global will also continue, with offices in both Australia & New Zealand continuing to operate Audit & Assurance services under the Crowe banner.